Penumbra Inc
PEN- Exchange
- NYSE
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001321732
No open-market purchases or sales by Penumbra Inc insiders were filed in the last 90 days; 451 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Penumbra Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 451
- −24 vs. Q1 2026
- Shares held
- 34.1M
- +520.2K (+1.5%) vs. Q1 2026
- Total value
- $10.8B
- −$252.3M (−2.3%) vs. Q1 2026
- New holders
- 45
- 146 more added
- Sold out
- 69
- 184 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 451 | $10.8B |
| Q1 2026 | 485 | $11.1B |
| Q4 2025 | 440 | $11.4B |
| Q3 2025 | 421 | $9.19B |
| Q2 2025 | 451 | $9.18B |
| Q1 2025 | 421 | $9.39B |
| Q4 2024 | 372 | $8.30B |
| Q3 2024 | 334 | $6.85B |
| Q2 2024 | 342 | $6.40B |
| Q1 2024 | 342 | $7.52B |
| Q4 2023 | 339 | $8.66B |
| Q3 2023 | 317 | $8.01B |
| Q2 2023 | 364 | $11.8B |
| Q1 2023 | 312 | $9.74B |
| Q4 2022 | 290 | $7.67B |
| Q3 2022 | 261 | $6.06B |
| Q2 2022 | 255 | $3.91B |
| Q1 2022 | 280 | $6.71B |
| Q4 2021 | 279 | $8.72B |
| Q3 2021 | 280 | $7.94B |
| Q2 2021 | 287 | $8.17B |
| Q1 2021 | 273 | $8.40B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 251 | $79.3K | 0.00% | −22−8.1% | Reduced |
| Nisa Investment Advisors, LLC | 279 | $88.1K | 0.00% | +161+136.4% | Added |
| Leonteq Securities AG | 300 | $94.7K | 0.01% | −200−40.0% | Reduced |
| Morse Asset Management, Inc | 325 | $102.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 329 | $104.0K | 0.06% | +194+143.7% | Added |
| Graticule Asia Macro Advisors LLC | 352 | $111.1K | 0.01% | +352 | New |
| iA Global Asset Management Inc. | 397 | $125.0K | 0.00% | +397 | New |
| Employees Retirement System of Texas | 403 | $127.0K | 0.00% | −7,506−94.9% | Reduced |
| Corient IA LLC | 440 | $138.9K | 0.13% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 458 | $144.6K | 0.01% | −3−0.7% | Reduced |
| Umb Bank N A | 463 | $146.2K | 0.00% | +8+1.8% | Added |
| Parallel Advisors, LLC | 480 | $151.6K | 0.00% | +192+66.7% | Added |
| HGC Investment Management Inc. | 534 | $168.6K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 659 | $208.1K | 0.00% | −626−48.7% | Reduced |
| MQS Management LLC | 667 | $210.6K | 0.26% | +667 | New |
| First Manhattan Co | 671 | $211.9K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 683 | $215.7K | 0.02% | −1,615−70.3% | Reduced |
| Savant Capital, LLC | 678 | $218.5K | 0.00% | +678 | New |
| Fiduciary Financial Group, LLC | 700 | $221.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 706 | $222.9K | 0.03% | +706 | New |
| Frec Markets, Inc. | 730 | $230.5K | 0.02% | +730 | New |
| Private Advisor Group, LLC | 732 | $231.1K | 0.00% | +91+14.2% | Added |
| Coldstream Capital Management Inc | 747 | $235.9K | 0.00% | −156−17.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 791 | $249.8K | 0.05% | +791 | New |
| STRS Ohio | 803 | $253.5K | 0.00% | −9,503−92.2% | Reduced |
| Daner Wealth Management, LLC | 780 | $254.9K | 0.14% | +14+1.8% | Added |
| SRS Capital Advisors, Inc. | 822 | $259.5K | 0.00% | +255+45.0% | Added |
| Vise Technologies, Inc. | 830 | $262.1K | 0.00% | +830 | New |
| Cetera Investment Advisers | 860 | $271.5K | 0.00% | −715−45.4% | Reduced |
| Jones Financial Companies LLLP | 877 | $277.7K | 0.00% | −17,601−95.3% | Reduced |
| Turner Financial Group, Inc. | 882 | $278.6K | 0.28% | +882 | New |
| Profund Advisors LLC | 894 | $282.3K | 0.01% | −83−8.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 905 | $285.8K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 909 | $287.0K | 0.00% | +287+46.1% | Added |
| Concurrent Investment Advisors, LLC | 914 | $288.6K | 0.00% | −24−2.6% | Reduced |
| Captrust Financial Advisors | 920 | $290.5K | 0.00% | −975−51.5% | Reduced |
| Headlands Technologies LLC | 967 | $305.3K | 0.03% | −430−30.8% | Reduced |
| Rockefeller Capital Management L.P. | 974 | $307.5K | 0.00% | −119−10.9% | Reduced |
| Fielder Capital Group LLC | 975 | $307.9K | 0.07% | −15−1.5% | Reduced |
| Equitable Holdings, Inc. | 1,008 | $318.3K | 0.00% | −106−9.5% | Reduced |
| Truist Financial Corp | 1,011 | $319.2K | 0.00% | −220−17.9% | Reduced |
| Sagewood Asset Management LP | 1,023 | $323.0K | 0.07% | +1,023 | New |
| Catalyst Funds Management Pty Ltd | 1,101 | $347.6K | 0.02% | +1,101 | New |
| Beacon Pointe Advisors, LLC | 1,102 | $348.0K | 0.00% | −4,191−79.2% | Reduced |
| KBC Group NV | 1,104 | $349.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $350.0K | 0.00% | −58−5.0% | Reduced |
| North Dakota State Investment Board | 1,127 | $355.9K | 0.01% | +34+3.1% | Added |
| AlphaGrep UK Ltd | 1,156 | $365.0K | 0.11% | +235+25.5% | Added |
| Bank of Nova Scotia | 1,169 | $369.1K | 0.00% | −210,651−99.4% | Reduced |
| PenderFund Capital Management Ltd. | 1,170 | $369.4K | 0.05% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 1,203 | $379.8K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,208 | $381.4K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,270 | $401.0K | 0.04% | −120−8.6% | Reduced |
| Everence Capital Management Inc | 1,280 | $404.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,301 | $410.8K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,304 | $411.7K | 0.15% | −4−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,304 | $411.7K | 0.10% | +1,304 | New |
| M&T Bank Corp | 1,314 | $414.8K | 0.00% | −117−8.2% | Reduced |
| GAMMA Investing LLC | 1,331 | $420.3K | 0.02% | +249+23.0% | Added |
| Intrust Bank NA | 1,360 | $429.4K | 0.03% | −879−39.3% | Reduced |
| Great Lakes Advisors, LLC | 1,363 | $430.4K | 0.00% | −19−1.4% | Reduced |
| Aviva PLC | 1,379 | $435.4K | 0.00% | +52+3.9% | Added |
| Illinois Municipal Retirement Fund | 1,485 | $468.9K | 0.01% | −4,591−75.6% | Reduced |
| Alps Advisors Inc | 1,490 | $470.5K | 0.00% | +16+1.1% | Added |
| Prudential Financial Inc | 1,493 | $471.4K | 0.00% | −16,070−91.5% | Reduced |
| Azimuth Capital Investment Management LLC | 1,550 | $489.4K | 0.02% | −55−3.4% | Reduced |
| Nykredit A/S | 1,550 | $489.4K | 0.00% | +1,550 | New |
| ProShare Advisors LLC | 1,552 | $490.0K | 0.00% | −21−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,552 | $490.0K | 0.01% | +222+16.7% | Added |
| Bridgewater Associates, LP | 1,580 | $498.9K | 0.00% | −8,458−84.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,692 | $534.2K | 0.00% | +1,456+616.9% | Added |
| J2 Capital Management Inc | 1,710 | $539.9K | 0.36% | −50−2.8% | Reduced |
| Stifel Financial Corp | 1,739 | $549.1K | 0.00% | −1,439−45.3% | Reduced |
| CI Private Wealth, LLC | 1,757 | $554.9K | 0.00% | +253+16.8% | Added |
| Blair William & Co | 1,769 | $558.6K | 0.00% | −37−2.0% | Reduced |
| Cannon Global Investment Management, LLC | 1,800 | $568.4K | 1.71% | +200+12.5% | Added |
| DnB Asset Management AS | 1,833 | $578.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,843 | $581.9K | 0.02% | −15,876−89.6% | Reduced |
| QRG Capital Management, Inc. | 1,849 | $583.8K | 0.00% | +28+1.5% | Added |
| Boothbay Fund Management, LLC | 1,956 | $617.6K | 0.01% | −17,386−89.9% | Reduced |
| Quantbot Technologies LP | 1,999 | $631.2K | 0.02% | −8,819−81.5% | Reduced |
| Ieq Capital, LLC | 2,011 | $635.0K | 0.00% | −4,607−69.6% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $635.6K | 0.06% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,073 | $654.5K | 0.00% | −2,889−58.2% | Reduced |
| Evergreen Capital Management LLC | 2,143 | $676.7K | 0.01% | +13+0.6% | Added |
| Leavell Investment Management, Inc. | 2,200 | $694.6K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,212 | $698.4K | 0.01% | −90−3.9% | Reduced |
| Maryland State Retirement & Pension System | 2,220 | $701.0K | 0.01% | +364+19.6% | Added |
| Guggenheim Capital LLC | 2,248 | $709.8K | 0.00% | −3,328−59.7% | Reduced |
| Cache Advisors, LLC | 2,250 | $710.4K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,283 | $720.9K | 0.03% | +2,283 | New |
| Moneta Group Investment Advisors LLC | 2,464 | $778.0K | 0.01% | −2−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,499 | $789.1K | 0.00% | +138+5.8% | Added |
| Diversify Wealth Management, LLC | 2,480 | $792.3K | 0.01% | −5,803−70.1% | Reduced |
| Diversify Advisory Services, LLC | 2,480 | $792.3K | 0.01% | +1,390+127.5% | Added |
| Swiss Life Asset Management Ltd | 2,523 | $796.6K | 0.00% | +242+10.6% | Added |
| PEAK6 LLC | 2,600 | $821.0K | 0.02% | +2,600 | New |
| Ethic Inc. | 2,632 | $831.1K | 0.01% | +300+12.9% | Added |
| Envestnet Asset Management Inc | 2,659 | $839.6K | 0.00% | −16,637−86.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,676 | $844.9K | 0.00% | +283+11.8% | Added |